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Paystack Zapier integrationAutomate Paystack with Zapier.
The Paystack Zapier integration gives you 12 triggers, 13 actions and 7 searches. One trigger is instant, the other 11 wait for your plan's check. Here is what each one does, what it costs in tasks and where it quietly breaks.
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What the Paystack Zapier integration actually does
It links your Paystack account to Zapier so that payment events start automations on their own. A Zap is one of those automations: a trigger (the Paystack event that starts it), then one or more actions (what the Zap does for you next, in Paystack or in another tool). No code, no dashboard refreshing.
Three results people build first. A failed renewal turns into a card update request, with Subsciption Renewal feeding Share Link for Updating Subscription Card. A chargeback still awaiting your response reaches the right person, through New Chargeback. And a payment request leaves without anyone opening the dashboard, through Send Simple Invoice or a checkout link from Initialize Transaction.
The detail nobody tells you: of the 12 triggers, New Customer is the only instant one. Paystack reports it to Zapier the moment it happens, even on the free plan. The 11 others are checked on a timer, every 15 minutes on the free plan. If speed matters to your scenario, start from New Customer or budget for a paid plan.
What Zapier does not do here: it never goes back in time, so the transactions you had before switching a Zap on stay where they are. Two operations are tied to Nigeria (the direct debit link and the account number lookup). If you also weigh another builder, there is a Paystack Make integration page.
Zapier vocabulary in one minute
Eight words come back on every line of this page. Here they are in plain English, once.
- Zap
- The automation you build: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The Paystack event that starts the Zap. Once the Zap is on, Zapier waits for that event and nothing else.
- Action
- The step that does the work once the Zap has started: it creates, sends or updates something on your behalf.
- Task
- What Zapier bills: one action that completes successfully. The number on your plan counts those, nothing else.
- Polling trigger
- A trigger Zapier checks on a timer. It asks Paystack for recent items and keeps only the ones it has not seen yet.
- Instant trigger
- A trigger Paystack reports itself the moment the event happens, so nothing waits for the next scheduled check.
- Filter
- A step that lets the Zap continue only when what arrived meets your condition, and stops it quietly otherwise.
- Search step
- A step that looks up something that already exists in Paystack, so the next steps can reuse what it found.
What a Paystack Zap really costs
Paystack is not reserved for paid plans on Zapier: it works from the free plan. The bill is counted in tasks, and the trigger never costs one.
- Free plan100 tasks a month, unlimited Zaps
- Zap size on the free planTwo steps: one trigger, one action
- Trigger and pollingNever billed
- Paystack on the free planYes, not reserved for paid plans
Each action that goes through counts as one task. A Zap with three actions uses three times more than a Zap with one, and an action that fails is not counted. Checking Paystack for new data costs nothing, however often it happens. The catch sits elsewhere: the free plan only builds two-step Zaps, one trigger and one action. Add a filter, a search or a second action and the Zap becomes multi-step, which needs a paid plan.
Connect your Paystack account in three steps
- 01
Open your connections
In Zapier, go to the Apps page of your account and click + Add connection. A connection is your Paystack account linked once, then reused by every step that touches Paystack.
- 02
Pick Paystack
Type Paystack in the search box of the dialog, select it, then click Add connection. A new tab opens on the Paystack side so you can sign in with the account that holds your transactions.
- 03
Grant access
Allow Zapier to reach the account. If the business belongs to someone else, make sure your login has read or write access on what the Zap must touch, or the steps will see nothing.
Your first Zap: chase a failed renewal
GoalWhen a subscription renewal fails, send the customer a link to update their card, without touching the dashboard.
- 01
Pick the trigger
Start a new Zap, choose Paystack as the app and Subsciption Renewal as the event, then select the connection you just added.
- 02
Set the renewal status
The trigger asks for a Renewal Status, and it is mandatory. Pick the failed one, then test: Zapier brings back the three most recent renewals so you map from a real record.
- 03
Narrow it with a filter
From the plus icon, add a Filter step. Set the field, the rule and the value. A filter makes the Zap multi-step, so this version needs a paid plan.
- 04
Add the action
Add Share Link for Updating Subscription Card as the action, and map the subscription from the trigger into it. Run the step once and read what came back.
- 05
Publish
Click Publish to switch the Zap on. From then on it reacts to new failed renewals only, never to the ones already sitting in your account.
The 12 Paystack triggers
12 events start a Zap when something happens in Paystack, and one of them is instant: the app calls Zapier straight away, whatever your plan.
Abandoned Transaction
Polling triggerIn Zapier“Triggers when a transaction is abandoned”
This one catches a checkout the customer started and never finished. The Zap gets the transaction once it has stayed unpaid for the delay you choose, so a reminder can go out while the purchase is still fresh.
Cancelled Subscription
Polling triggerIn Zapier“Triggers when there's a an existing subscription is cancelled by you or the customer.”
Here the Zap starts when an existing subscription ends, whether you cancelled it or the customer did. It gives your team a clean signal to stop a service, close an access or ask for feedback.
New Customer
Instant triggerIn Zapier“Triggers when a new customer is created.”
Every customer record created in Paystack starts this Zap. It is the natural entry point to copy new buyers into a CRM, a mailing list or a shared spreadsheet without anyone retyping them.
New Chargeback
Polling triggerIn Zapier“Triggers when a chargeback is logged against your account and awaiting your feedback”
A chargeback logged against your account, still waiting for your response, sets off this trigger. Since it waits on you, this is the way to make sure the right person hears about it before it sits unanswered.
New Invoice
Polling triggerIn Zapier“Triggers when an invoice is created or paid.”
Invoices are the subject here: the Zap starts when one is created or when one gets paid, depending on the status you watch. That split lets you run a separate flow for issuing and for collecting.
New Order
Polling triggerIn Zapier“Triggers when a new order is made on your account”
Orders placed on your Paystack account land in the Zap through this trigger. It suits sellers who take orders through Paystack and fulfil them somewhere else, in a warehouse tool or a simple shared list.
New Payment Page Transaction
Polling triggerIn Zapier“Triggers when there's a new successful or failed transaction from a Payment Page”
Payments made through one specific Payment Page, successful or failed, start this Zap. It is narrower than the general transaction trigger, which is exactly the point when one page sells an event ticket or a single product.
New Refund
Polling triggerIn Zapier“Triggers when a refund happens on your account”
Any refund that happens on your account wakes this trigger, whoever issued it. Use it to keep stock, access or bookkeeping in line with money that went back to a customer.
Subsciption Renewal
Polling triggerIn Zapier“Triggers when there's a new successful or failed subscription renewal.”
Each recurring charge on a subscription, successful or failed, can start this Zap. The spelling in the editor really is Subsciption, so search for it as written if the list feels long.
New Subscription
Polling triggerIn Zapier“Triggers when there's a newly created or cancelled subscription.”
A subscription that has just been created or cancelled starts this one, according to the status you choose. It is the broad view of your recurring revenue, where Cancelled Subscription only looks at departures.
New Transaction
Polling triggerIn Zapier“Triggers when there's a new successful or failed transaction.”
The most general trigger of the list: every new transaction, successful or failed, can start the Zap. Most payment logs, sales notifications and revenue dashboards built on Paystack begin here.
New Transfer
Polling triggerIn Zapier“Triggers when a new transfer is queued, or an existing transfer resolves successfully or fails.”
Transfers out of your balance are tracked here: the Zap starts when one is queued, or when one settles as successful or failed. It gives you a written trail of payouts without exporting anything.
The 13 Paystack actions
Paystack gives you 13 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
- Add Product
- Add Phone Number to Virtual Terminal
- Cancel Subscription
- Initiate a Direct Debit Request
- Create Refund
- Create Subscription
- Create Virtual Terminal
- Initialize Transaction
- Push Invoice to Terminal
- Remove Phone Number From Virtual Terminal
- Send Simple Invoice
- Share Link for Updating Subscription Card
- Update Order
Add Product
ActionIn Zapier“Add a product”
Creates a product in your Paystack catalogue from data coming out of another step, so your list of items stays in sync with the tool where you prepare them.
Add Phone Number to Virtual Terminal
ActionIn Zapier“Add phone number to a virtual terminal to receive WhatsApp notifications”
Attaches a phone number to a virtual terminal so that its owner receives the WhatsApp notifications of payments. The number then hears about every payment taken there.
Cancel Subscription
ActionIn Zapier“Cancel an existing subscription”
Ends an existing subscription from a Zap, for example when a contract closes in another system.
Initiate a Direct Debit Request
ActionIn Zapier“Create a direct debit link for a customer to authorise their bank account for recurring charges (Only available in Nigeria)”
Builds a link the customer opens to authorise their bank account for recurring charges, so future payments no longer depend on a card.
Create Refund
ActionIn Zapier“Refunds a transaction.”
Refunds a transaction, which sends the money back to the customer without a trip to the dashboard.
Create Subscription
ActionIn Zapier“Creates a new subscription”
Puts a customer on one of your recurring plans without a manual click in the dashboard, which helps when sign-ups come from a form outside Paystack.
Create Virtual Terminal
ActionIn Zapier“Creates a new virtual terminal”
Opens a new virtual terminal in your Paystack account straight from your Zap, so setting one up no longer waits for someone to log in to the dashboard.
Initialize Transaction
ActionIn Zapier“Generates a Paystack checkout Link”
Generates a Paystack checkout link the next step can send anywhere: an email, a chat message, a quote.
Push Invoice to Terminal
ActionIn Zapier“Send an invoice from your application to the Paystack Terminal for processing”
Hands an invoice prepared in another application to a Paystack Terminal, which then processes it.
Remove Phone Number From Virtual Terminal
ActionIn Zapier“Remove phone number from the virtual terminal to stop it from receiving WhatsApp notifications”
Detaches a phone number from a virtual terminal, which stops the WhatsApp notifications it was getting. The terminal itself stays open for the rest of the team.
Send Simple Invoice
ActionIn Zapier“Send a payment request to your customers”
Sends a payment request to a customer, with the amount you set, from inside a Zap rather than from the dashboard.
Share Link for Updating Subscription Card
ActionIn Zapier“Send a request to the customer to update the card on their subscription”
Asks the customer to replace the card on their subscription by sending them a link to do it themselves. Nobody on your side has to handle card details.
Update Order
ActionIn Zapier“Updates the status of an order.”
Changes the status of an existing order, so the state in Paystack follows what really happened in your fulfilment tool.
The 7 Paystack searches
7 search steps look for data that already exists in Paystack, so a later step can use it.
A search step does not change anything: it finds a record that already exists in Paystack and hands it to the next step. In the editor, the searches sit at the bottom of the Action event list, under the SEARCH heading. Using one makes the Zap multi-step, so it needs a paid plan. Three settings decide what happens when the search does not find exactly one result.
Check Terminal Status
SearchIn Zapier“Check the availiability of a Terminal before sending an event to it.”
Tells you whether a Paystack Terminal is available before your Zap sends anything to it, so an invoice does not go to a device that cannot take it.
Find Customer
SearchIn Zapier“Find a customer record using their email address”
Looks up a customer record from an email address, which is often the only identifier your form or CRM holds.
Find Order
SearchIn Zapier“Find a order record using the Order ID”
Retrieves an order from its Order ID, so a later step can read it or pass it to Update Order.
Find Transaction
SearchIn Zapier“Find a transaction record using the reference”
Pulls a transaction by its unique reference, handy when another system stored the reference at checkout. The next step then reads the transaction as Paystack holds it.
Find Transfer
SearchIn Zapier“Find a transfer record using the transfer code”
Finds a payout from its transfer code, so you can check where it stands from another tool.
Get Customer Totals
SearchIn Zapier“Get a customer's total spend on your Paystack business”
Returns how much one customer has spent with your Paystack business in total, a quick way to spot your best buyers.
Resolve Account Number
SearchIn Zapier“Retrieve the full name tied to a Nigerian account number”
Retrieves the full name tied to a bank account number, so you can check who you are about to pay.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap there and the steps after it are skipped. Switch it on and the Zap carries on empty-handed.
- Create X if it doesn't exist yet?This box turns a search into find-or-create on apps that support it. None of the Paystack searches offers that variant, so a missing record is never created for you.
- If multiple search results are found?Three ways out when several records match: keep the first one (the default), stop the Zap, or pass all of them to the next step at once.
When a Paystack Zap breaks
Zapier attaches no help article to Paystack, and no limit specific to the app is documented. What breaks is what breaks on every Zap.
Four situations explain most surprises on a payment Zap. For the methodical side of fixing a stuck Zap, see Zapier troubleshooting.
No history
A Zap only reacts to what happens after you switch it on. Last month's transactions are never picked up; moving them is a separate job.A Zap that feeds itself
Create Refund feeding New Refund, or Cancel Subscription feeding Cancelled Subscription: a Zap writing where its trigger looks restarts itself and burns tasks.A sudden batch held back
After a bulk import, a trigger can return a huge batch at once. Zapier's flood protection may then hold those items back.Nothing runs twice
On a polling trigger, Zapier remembers what it has already seen, so the same transaction never starts the Zap a second time.
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